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DOWNLOAD TEMPLATE: LA_Pro_Lead_Import_Template.csv

FIELD LENGTHS, FORMATS & VALIDATION:

  • Only First and Last Names are required, the following fields are required:

    • First_Name

    • Last_Name

    • all other fields are optional

    .

    • , the column needs to be present but can be left blank

  • Account_ID is Required required under certainconditions - See Format/Validation

  • Invalid formats will be ignored (or filled with default value where noted)

  • Values exceeding field lengths will be truncated

  • Values are assumed to be presented as sampled. DO NOT send values in quotation unless explicitly directed explicitly directed to do so

  • ATTENTION: At Notes (column BM): At this time, Note content cannot support commas, so please remove any commas that are a part of the Note text

  • NOTE: Please be aware of any applications being used to create the CSV (i.e. Excel) that might default number based fields. ATTENTION: Fields where values may have leading zeros (i.e. zip code) should be formatted as text fields so that leading zeroes will NOT be removed.

    • For example; if the field defaults to a number field, then a zip code value of 00567 would be converted to 567 which would fail import requirements of having 5 numbers.

Field Name

Format/Validation

Example

Field Length

Lead_Date

Lead Creation Date

mm/dd/yyyy
m/d/yyyy

6/20/2018

10

Prefix_Title

Mr.

6

First_Name

REQUIRED

John

25

Middle_Initial

Truncated after 1st character

J

1

Last_Name

REQUIRED

Doe

25

DOB

mm/dd/yyyy
m/d/yyyy

In Past

07/12/1952

10

Gender

M(ale)
F(emale)

M

1

Marital_Status

M(arried)
S(ingle)
D(ivorced)
W(idowed)

M

1

Height_Inches

# total inches
Numeric Only

70

10

Weight_Pounds

# lbs only
Numeric Only

165

10

SSN

###-##-####
#########

345-54-2828

50

Phone (ALL)

10 #'s. Non-numbers stripped.  #'s after 10 placed as extension. Less than 10#'s is ignored

555-555-555

(555) 555-5555 4433

5555555555

10 for Main

10 for Ext

Email (ALL)

valid email format: char@char.char

email will be ignored if invalid

jdoe@example.com

150

Address1 (ALL)

100 Test Lane

50

Address2 (ALL)

#3A

50

City (ALL)

Gainesville

30

State_Code (ALL)

2 character State abbreviation code

VA

2

Zip5 (ALL)

5 numbers

 20155

5

County (ALL)

NOTE: Not saved as provided. Will be imported if exactly matches county enumeration from our system which runs on FIPS codes

 Prince William

30

Preferred_Contact_Person

 Jane Doe

50

Preferred_Contact_Relationship

Sibling
Parent
Child
Spouse
Grandparent
Grandchild
Other

 Spouse

25

Emergency_Contact_Person

 JJ Doe

50

Emergency_Contact_Relationship

Sibling
Parent
Child
Spouse
Grandparent
Grandchild
Other

 Sibling

20

Name_On_Medicare_Card

 John Doe

50

HICN_MBI

 262753

50

Medicare_Part_A_Effective_Date

Medicare_Part_B_Effective_Date

Days (d, dd) auto converted to 1 if greater than 1

mm/01/yyyy
m/1/yyyy

 07/01/2017

10

Permission_To_Contact (ALL)

N(o)
Y(es) (default)

 Y

1

Tag (ALL)

No spaces or special characters
Spaces converted to "_"
Special characters made empty ""

 Test_Lead

20

Tracking_Code

Description for where lead comes from

Formally labelled as Lead_Source - still works in legacy application

 Salesforce

50

Lead_Reference_Id

ID from lead source system

 342

10

Notes

Plain Text notes in relation to the lead.

Will be added as a Note conversation log item to the lead after validation and creation of associated lead

ATTENTION: At this time, Note content cannot support commas, so please remove any commas that are a part of the Note text

This is a test.

This lead is a good one

4000

Account_ID

For lead vendors using SFTP or Email for feed delivery, this is a required field. If not provided, then the associated lead record will fail import.

For lead vendors using API or LA Pro tool users, the account_id used in the API call (or tool origination) will be used

45211

INT

User_ID

If User_ID is not sent, then the lead will be imported into the provided Account_ID (or API account_id) as an open lead

If User_ID is sent and DOES NOT MATCH with a valid ID within the provided Account_ID (or API account_id), then the associated lead record will fail import

83421

INT

Campaign

This is an optional Campaign code associated with a lead

TG340

50

Campaign_Segment

This is an optional Campaign Segment code associated with a lead

Specifically a Segment that exists under the provided Campaign code

Campaign code IS REQUIRED when sending this field

Q4

50

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